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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.5M
3
RJA
Raymond James & Associates
Florida
+$61.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41.3M
5
AWM
Apollon Wealth Management
South Carolina
+$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$901M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$177M
3
B
Barings
North Carolina
-$88.6M
4
Brown Advisory
Brown Advisory
Maryland
-$70.5M
5
Charles Schwab
Charles Schwab
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
801
Novare Capital Management
North Carolina
$1.5M +$29.9K +194 +2%
KF
802
Krilogy Financial
Missouri
$1.5M -$111K -722 -7%
RWM
803
Ritholtz Wealth Management
New York
$1.49M -$493K -3,204 -25%
DDC
804
DF Dent & Co
Maryland
$1.49M +$632K +4,103 +73%
JGCM
805
Joseph Group Capital Management
Ohio
$1.49M +$14.9K +97 +1%
BBHC
806
Brown Brothers Harriman & Co
New York
$1.49M – – –
CWM
807
Collaborative Wealth Management
Florida
$1.49M -$150K -975 -9%
AWA
808
ARQ Wealth Advisors
Arizona
$1.49M -$11.2K -73 -0.7%
KMWM
809
Keudell/Morrison Wealth Management
Oregon
$1.48M -$27.7K -180 -2%
SIG
810
Spinnaker Investment Group
California
$1.48M +$4.62K +30 +0.3%
GGS
811
Galvin Gaustad & Stein
Arizona
$1.48M +$364K +2,363 +33%
SC
812
Sepio Capital
Utah
$1.47M -$10.5K -68 -0.7%
CB
813
Cadence Bank
Mississippi
$1.46M -$5.39K -35 -0.4%
SBH
814
Segall Bryant & Hamill
Illinois
$1.46M +$54.3K +353 +4%
CT
815
Cambridge Trust
Massachusetts
$1.46M -$69.9K -454 -5%
VFIC
816
Valley Forge Investment Consultants
Pennsylvania
$1.45M -$61.5K -399 -4%
CCG
817
Cypress Capital Group
Florida
$1.45M +$34.7K +225 +2%
DSC
818
Duncker Streett & Co
Missouri
$1.44M -$91.2K -592 -6%
CWS
819
Cypress Wealth Services
California
$1.44M -$1.69K -11 -0.1%
NCM
820
New Capital Management
Texas
$1.43M – – –
BWM
821
BNC Wealth Management
Oregon
$1.43M – – –
SFS
822
Strategic Financial Services
New York
$1.43M -$153K -996 -10%
GWCM
823
Godshalk Welsh Capital Management
Pennsylvania
$1.43M +$462 +3 +0%
BC
824
Bowman & Company
Wisconsin
$1.42M +$495K +3,216 +53%
AL
825
ACAS LLC
California
$1.42M +$151K +981 +12%
31 32
33
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